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Calculators and tools
Payroll calculators
Payroll calculator tools to help with personal salary, retirement, and investment calculations.
- Salary Paycheck Calculator – How much are your wages after taxes? This powerful tool does all the gross-to-net calculations to estimate take-home (net) pay in any part of the United States.
- Hourly Paycheck Calculator – Enter up to six different hourly rates to estimate after-tax wages for hourly employees.
- Gross Pay Calculator – Plug in the amount of money you'd like to take home each pay period and this calculator will tell you what your before-tax earnings need to be.
Health & benefits calculators
Inform your decisions, explore your options and find ways to get the most out of your insurance investments.
- Premium Only Plan (POP) Tax Savings Calculator – Estimate how much you and your employees could save by using a POP (also known as a section 125 cafeteria plan) to pay group health premiums using pre-taxed dollars.
- ACA Penalty Estimator – Affordable Care Act (ACA) penalties can be significant and may be triggered by several actions or inactions on employers’ part. Be proactive in reviewing your potential ACA penalties and download a report on how to manage your risk.
Retirement calculators and tools
Inform your decisions, explore your options and find ways to get the most from your 401(k).
- SECURE 2.0 Act Tax Credit Calculator – Offering a 401(k) plan is more affordable for small businesses than ever, thanks to new tax credits introduced by the SECURE 2.0 Act. See the potential savings your small business might be missing out on.
- 401(k) Contribution Calculator – Contributing to your workplace 401(k) is one of the best investment decisions you can make. You’ll be taking advantage of dollar-cost averaging, tax-deferred growth, and a possible company match. See what happens when you increase your contributions.
- Roth vs. Traditional IRA Calculator – Compare retirement savings over time between a Roth IRA (withdrawals in retirement are generally tax-free) and a traditional IRA (withdrawals in retirement are generally taxable).
- Retirement Savings Calculator – Learn how long your retirement savings will last, based on your savings and inflation-adjusted withdrawals.
- Retirement Nest-egg Calculator – How much should you save toward your retirement nest-egg every month? Use this calculator to determine how much to save each month to reach your goals.
- Retirement Income Calculator – Estimate the monthly income you'll have in retirement based on your contributions, rate of return, and inflation.
- Personal Investor Profile – Download this questionnaire to determine your investor profile. It covers lifestyle, personality, risk tolerance, retirement goals, and other financial considerations to help you chart a plan.
Business Tax Credit Calculators
Calculator to determine your tax credit savings.
- R&D Tax Credit Calculator – Learn how much R&D tax credit you can claim, based on your unique business profiles and activities.
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